Roth Financial Group, Merritt Island, Florida

Newsletters

Investing with Market Cap in Mind

Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
How Has SECURE 2.0 Affected 401(k) Plans?

The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

Savings Accumulation

Estimate the future value of your current savings.
Credit Card Debt

How Long Will It Take to Pay my Balance?
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.